6. Reading Your Numbers

So far we have looked at positions one at a time, or one stock at a time. Analytics looks at the whole portfolio over the whole of its history: how it has grown, what your closed positions came to, how your results run month by month, and how your money is spread.

We'll cover:

• the Analytics screen and the panel of figures at its top,
• the equity curve and the ways of measuring a return,
• habits: your results month by month,
• the portfolio's breakdown by sector, size and more,
• and allocation set against return.

The numbers in this chapter are the example portfolio's own, as of the close on 16 October 2026. As before, we describe what they show, and the judging is yours.

Let's open the Analytics screen.